Filed June 29, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,703 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,871 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,268 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,117 | $36,916-29.3% | $156,549-83.3% | $57,658-54.7% |
| Participation rate | 99.7% | 63.4%+36.3pp | 84.0%+15.7pp | 70.2%+29.5pp |
| Annual return | 8.24% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,760 | $1,571+12.0% | $5,501-68.0% | $1,974-10.8% |
| Participant deferral / active EE | $3,137 | $1,926+62.9% | $4,871-35.6% | $3,061+2.5% |
| Admin fee / account holder | $96 | $82+15.9% | $13,027-99.3% | $95+1.1% |